Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 9-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $800 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,789 | $101,499-69.7% | $147,005-79.1% | $74,546-58.7% |
| Participation rate | 78.3% | 75.5%+2.8pp | 82.2%-3.8pp | 67.2%+11.1pp |
| Annual return | 13.82% | 8732.34%-8718.5pp | 418.76%-404.9pp | 1366.03%-1352.2pp |
| Employer contribution / active EE | $2,961 | $3,811-22.3% | $4,934-40.0% | $2,624+12.8% |
| Participant deferral / active EE | $5,181 | $7,304-29.1% | $8,070-35.8% | $4,347+19.2% |
| Admin fee / account holder | $331 | $1,748-81.1% | $13,006-97.5% | $1,944-83.0% |